13F Insight
DOSSIER · 13F-HR · Q2 2026

Linscomb Wealth, Inc.

$2.3B in tracked AUM across 311 positions as of Q2 2026.

LW
CIK 0001313294 · last filed Jun 30, 2026
Total AUM
$2.3B
as of Q2 2026
Holdings
311
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Linscomb Wealth, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$266M3.7M11.5%02
IVV
ISHARES TR
$210M281K9.1%03
PRF
INVESCO EXCHANGE TRADED FD T
$104M1.9M4.5%04
IJH
ISHARES TR
$100M1.3M4.3%05
EFA
ISHARES TR
$87M833K3.8%06
DON
WISDOMTREE TR
$86M1.5M3.7%07
VTI
VANGUARD INDEX FDS
$49M132K2.1%08
XOM
EXXON MOBIL CORP
$47M347K2.1%09
LRCX
LAM RESEARCH CORP
$43M99K1.9%10
AVGO
BROADCOM INC
$41M108K1.8%

Filing history

2026Q2Jun 30
$2.3B▲ 2.7%
311 positionsView →2026Q1Mar 31
$2.2B▼ 5.7%
337 positionsView →2025Q4Dec 31
$2.4B▲ 2.6%
305 positionsView →2025Q3Sep 30
$2.3B▲ 6.7%
307 positionsView →2025Q2Jun 30
$2.2B▲ 8.3%
304 positionsLocked2025Q1Mar 31
$2.0B▼ 0.0%
292 positionsLocked2024Q4Dec 31
$2.0B▼ 0.4%
290 positionsLocked2024Q3Sep 30
$2.0B▲ 4.4%
288 positionsLocked2024Q2Jun 30
$1.9B▼ 0.6%
284 positionsLocked2024Q1Mar 31
$1.9B▲ 7.0%
285 positionsLocked2023Q4Dec 31
$1.8B▲ 6.3%
272 positionsLocked2023Q3Sep 30
$1.7B▼ 7.7%
266 positionsLocked
Showing 12 of 85